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Belmont Capital’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Belmont Capital’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.49M Hold
13,205
– – 0.38% 24
2025
Q1 		$2.02M Buy
+13,205
New +$2.02M 0.36% 24
2024
Q4 		– Sell
-13,205
Closed -$1.98M – 142
2024
Q3 		$1.98M Buy
+13,205
New +$1.86M 0.33% 29

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Belmont Capital's ITA Position: Q2 2025 in Review

Belmont Capital held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2025 at 13,205 shares worth $2.49M. The position accounts for 0.38% of the portfolio, ranked #24.

Belmont Capital first reported a position in ITA in Q3 2024 and has held it in 3 quarters since. 751 funds tracked by Wall St. Rank hold ITA as of Q2 2025.

  • Belmont Capital held 13,205 shares of iShares US Aerospace & Defense ETF worth $2.49M as of Q2 2025.
  • Belmont Capital left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2025.
  • iShares US Aerospace & Defense ETF made up 0.38% of Belmont Capital's portfolio in Q2 2025, its #24 holding.
  • Belmont Capital first reported a position in iShares US Aerospace & Defense ETF in Q3 2024 and has held it in 3 quarters since.
  • 751 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.